iShares ESG Aware US AggregaEAGGETF
13F holders, Q1 2025 (March 31)414holders +13
41new positions
21sold out
$47.47avg. 13F price*
At the end of Q1 2025, 414 institutions reported holding iShares ESG Aware US Aggrega (EAGG) in their 13F filings, up 13 from Q4 2024. 41 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($814.3M), JPMorgan Chase & Co. ($352.7M) and Envestnet Asset Management Inc. ($270.6M).
- Company
- iShares ESG Aware US Aggrega
- CUSIP
- 46435U549
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $31.8M |
| Exits | 21 | $11.4M |
All 13F filers, Q4 2024 → Q1 2025: 5,323,291 shares bought and 3,469,563 shares sold, net +1,853,728 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 414 holders
| Bank of America Corp. | 0.07% | Reduce -11.4% | 17,151,331 | $814.3M |
| JPMorgan Chase & Co. | 0.03% | Add +5.4% | 7,428,739 | $352.7M |
| Envestnet Asset Management Inc. | 0.09% | Add +24.1% | 5,698,776 | $270.6M |
| Mercer Global Advisors Inc. | 0.23% | Add +8.8% | 2,096,217 | $99.5M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +8.0% | 1,926,630 | $91.5M |
| Goldman Sachs Group Inc. | 0.02% | Add +5.4% | 1,714,977 | $81.4M |
| LPL Financial LLC | 0.03% | Add +6.0% | 1,668,691 | $79.2M |
| BlackRock, Inc. | 0.00% | Reduce -7.3% | 1,538,816 | $73.1M |
| Northern Trust Corp. | 0.01% | Reduce -2.3% | 1,387,975 | $65.9M |
| Raymond James Financial Inc. | 0.02% | Add +7.1% | 1,202,107 | $57.1M |
| Betterment LLC | 0.13% | Add +28.6% | 1,154,830 | $54.8M |
| Envestnet Portfolio Solutions, Inc. | 0.17% | Add +6.2% | 919,992 | $43.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -10.5% | 808,483 | $38.4M |
| Keybank National Association | 0.15% | Add +18.0% | 764,550 | $36.3M |
| M&T Bank Corp | 0.12% | Add +1.8% | 720,353 | $34.2M |
| Alesco Advisors, LLC, An ESL Co | 1.00% | Reduce -0.1% | 671,542 | $31.9M |
| Bank of New York Mellon Corp | 0.01% | Add +16.0% | 651,487 | $30.9M |
| SigFig Wealth Management, LLC | 1.11% | Add +3.5% | 650,263 | $30.8M |
| Wealthspire Advisors, LLC | 0.18% | Add +1.6% | 617,527 | $29.3M |
| Wells Fargo & Company | 0.01% | Add +6.0% | 545,947 | $25.9M |
| Commonwealth Equity Services, LLC | 0.04% | Add +13.2% | 540,482 | $25.7M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +57.4% | 484,437 | $23.0M |
| Cetera Investment Advisers | 0.04% | Add +31.0% | 426,651 | $20.3M |
| Allworth Financial LP | 0.11% | Add +5.6% | 408,442 | $19.2M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -2.7% | 406,269 | $19.2M |
| Sei Investments Co. | 0.02% | Add +16.6% | 399,107 | $18.9M |
| Cwm, LLC | 0.07% | Add +12.5% | 380,782 | $18.1M |
| Olde Wealth Management, LLC | 6.32% | Add +2.0% | 377,333 | $17.9M |
| Baird Financial Group, Inc. | 0.03% | Reduce -1.1% | 314,862 | $14.9M |
| UBS Group AG | 0.00% | Add +1.2% | 303,328 | $14.4M |
| Destination Wealth Management | 0.42% | Add +0.7% | 280,437 | $13.3M |
| Savant Capital, LLC | 0.11% | Add +5.9% | 262,765 | $12.5M |
| Mariner, LLC | 0.02% | Add +10.7% | 238,094 | $11.3M |
| FMR LLC | 0.00% | Reduce -1.8% | 220,253 | $10.5M |
| Accredited Investors Inc. | 0.65% | Add +18.1% | 219,617 | $10.4M |
| Park Avenue Securities LLC | 0.13% | Add +57.8% | 217,622 | $10.3M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +4.8% | 211,319 | $10.0M |
| Wesbanco Bank Inc. | 0.34% | Reduce -3.4% | 207,883 | $9.9M |
| Joel Adams & Associates, Inc. | 8.63% | Reduce -0.7% | 202,035 | $9.6M |
| Dohj, LLC | 2.19% | Reduce -10.9% | 201,507 | $9.6M |
| Apella Capital, LLC | 0.31% | Reduce -1.1% | 192,080 | $9.0M |
| Facet Wealth, Inc. | 0.23% | Reduce -10.7% | 192,401 | $9.0M |
| MML Investors Services, LLC | 0.03% | Add +35.0% | 189,722 | $9.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -7.0% | 189,110 | $9.0M |
| Garde Capital, Inc. | 0.51% | New | 188,262 | $8.9M |
| Affinity Capital Advisors, LLC | 1.74% | Add +2.8% | 188,687 | $8.8M |
| Mather Group, Llc. | 0.10% | Add +0.7% | 184,643 | $8.8M |
| Truist Financial Corp. | 0.01% | Add +2.0% | 173,467 | $8.2M |
| Westfuller Advisors, LLC | 5.47% | Add +329.5% | 172,551 | $8.2M |
| Global Endowment Management, LP | 1.04% | Reduce -6.0% | 169,079 | $8.0M |
| Balanced Rock Investment Advisors LLC | 6.37% | Add +5.2% | 168,426 | $8.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.14% | Add +133.3% | 160,030 | $7.6M |
| Morgan Stanley | 0.00% | Reduce -36.9% | 151,822 | $7.2M |
| Royal Bank of Canada | 0.00% | Add +9.7% | 144,563 | $6.9M |
| Mascoma Wealth Management LLC | 1.69% | Reduce -12.0% | 143,121 | $6.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.9% | 141,785 | $6.7M |
| Alaska Wealth Advisors, LLC | 0.94% | Reduce -0.6% | 126,914 | $6.0M |
| Robertson Stephens Wealth Management, LLC | 0.22% | Add +11.7% | 125,788 | $6.0M |
| US Bancorp \de | 0.01% | Add +23.1% | 125,499 | $6.0M |
| Nepc LLC | 0.16% | Reduce -17.7% | 124,292 | $5.9M |
| Wealthfront Advisers LLC | 0.02% | Reduce -12.1% | 122,535 | $5.8M |
| Bluestem Financial Advisors, LLC | 2.71% | Add +2.2% | 122,160 | $5.8M |
| Pathstone Holdings, LLC | 0.03% | Add +2639.1% | 122,164 | $5.8M |
| One Wealth Advisors, LLC | 0.85% | Add +12.2% | 119,650 | $5.7M |
| Jane Street Group, LLC | 0.01% | New | 119,157 | $5.7M |
| World Investment Advisors | 0.14% | Reduce -39.3% | 113,928 | $5.4M |
| Sand Hill Global Advisors, LLC | 0.21% | Add +7.5% | 109,703 | $5.2M |
| Stewardship Advisors, LLC | 1.39% | Add +216.0% | 108,254 | $5.1M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +37.7% | 104,663 | $5.0M |
| Jones Financial Companies LLLP | 0.00% | Add +24.7% | 96,926 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -52.9% | 96,067 | $4.6M |
| eCIO, Inc. | 1.79% | — | 94,142 | $4.5M |
| Shira Ridge Wealth Management | 2.17% | Reduce -10.1% | 91,798 | $4.4M |
| RTD Financial Advisors, Inc. | 0.57% | Add +42.9% | 89,066 | $4.2M |
| Horst & Graben Wealth Management LLC | 0.75% | Add +38.7% | 88,255 | $4.2M |
| OneDigital Investment Advisors LLC | 0.05% | Add +36.9% | 87,741 | $4.2M |
| Assetmark, Inc. | 0.01% | Add +30.4% | 87,100 | $4.1M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -4.4% | 86,346 | $4.1M |
| Atlantic Private Wealth, LLC | 2.96% | Add +0.0% | 84,231 | $4.0M |
| Creative Planning | 0.00% | Add +6.6% | 82,027 | $3.9M |
| Dynamic Advisor Solutions LLC | 0.12% | Reduce -45.9% | 79,678 | $3.8M |
| Parkside Advisors LLC | 0.89% | Add +5.8% | 78,190 | $3.7M |
| Brio Consultants, LLC | 0.57% | Add +6.3% | 76,640 | $3.6M |
| Bond & Devick Financial Network, Inc. | 1.31% | Add +31.1% | 76,359 | $3.6M |
| SageView Advisory Group, LLC | 0.15% | Add +229.8% | 74,914 | $3.6M |
| Equitable Holdings, Inc. | 0.03% | Add +30.9% | 74,194 | $3.5M |
| HSBC Holdings PLC | 0.00% | New | 72,400 | $3.4M |
| Long Run Wealth Advisors, LLC | 0.75% | Reduce -11.0% | 69,713 | $3.3M |
| Charter Oak Capital Management, LLC | 0.29% | Add +2.3% | 67,234 | $3.2M |
| United Capital Financial Advisors, LLC | 0.03% | Add +36.7% | 66,277 | $3.1M |
| Sharkey, Howes & Javer | 0.45% | Add +36.9% | 65,834 | $3.1M |
| NewEdge Advisors, LLC | 0.02% | Reduce -22.5% | 65,296 | $3.1M |
| Omega Financial Group, LLC | 1.18% | Add +4.1% | 64,972 | $3.1M |
| JNBA Financial Advisors | 0.32% | Add +11.4% | 64,876 | $3.1M |
| LongView Asset Management LLC | 2.62% | Reduce -31.9% | 64,302 | $3.1M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +2.7% | 63,577 | $3.0M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +2.7% | 63,577 | $3.0M |
| Bear Mountain Capital, Inc. | 1.15% | Reduce -2.3% | 62,667 | $3.0M |
| Barings LLC | 0.07% | No change | 60,909 | $2.9M |
| Captrust Financial Advisors | 0.01% | Add +470.6% | 59,695 | $2.8M |
| Sentinel Pension Advisors, LLC | 0.51% | Add +2.4% | 57,964 | $2.8M |
| Trilogy Capital Inc. | 0.14% | Reduce -6.5% | 57,791 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -27.0% | 56,419 | $2.7M |
| Gradient Investments LLC | 0.05% | Reduce -7.1% | 55,064 | $2.6M |
| McKinley Carter Wealth Services, Inc. | 0.16% | New | 54,884 | $2.6M |
| Stifel Financial Corp. | 0.00% | Add +7.5% | 53,670 | $2.5M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -5.6% | 53,350 | $2.5M |
| Eley Financial Management, Inc | 1.01% | Add +5.0% | 53,379 | $2.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.17% | Reduce -14.9% | 50,669 | $2.4M |
| Wealth Architects, LLC | 0.27% | Add +25.8% | 50,662 | $2.4M |
| Modera Wealth Management, LLC | 0.03% | Add +0.9% | 50,524 | $2.4M |
| Fort Washington Investment Advisors Inc. | 0.01% | Reduce -33.9% | 50,334 | $2.4M |
| Investment Counsel Co. of Nevada | 5.27% | Add +0.6% | 48,793 | $2.3M |
| Corient Private Wealth LP | 0.00% | Reduce -11.7% | 47,290 | $2.2M |
| Center for Financial Planning, Inc. | 0.28% | Add +4.8% | 46,578 | $2.2M |
| Retirement Capital Strategies | 0.84% | Add +288.6% | 45,427 | $2.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +39.4% | 44,570 | $2.1M |
| Foster Group, Inc. | 0.08% | Add +1.0% | 44,126 | $2.1M |
| Brewster Financial Planning LLC | 1.53% | Add +1.3% | 43,475 | $2.1M |
| Planning Alternatives Ltd. | 0.31% | Add +25.8% | 43,252 | $2.1M |
| Better Money Decisions, LLC | 1.37% | Add +8.8% | 43,217 | $2.1M |
| Mallini Complete Financial Planning LLC | 2.08% | Reduce -23.4% | 42,045 | $2.0M |
| Ally Invest Advisors Inc. | 0.17% | Reduce -3.3% | 41,551 | $2.0M |
| Fort Point Capital Partners LLC | 0.22% | Add +0.5% | 40,878 | $1.9M |
| Bogart Wealth, LLC | 0.09% | Reduce -0.1% | 40,652 | $1.9M |
| CX Institutional | 0.07% | Add +117.9% | 39,287 | $1.9M |
| Investor's Fiduciary Advisor Network, LLC | 0.87% | Reduce -0.1% | 39,071 | $1.9M |
| Invera Wealth Advisors, LLC | 1.20% | Add +7.4% | 38,995 | $1.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +31.0% | 38,895 | $1.8M |
| Franklin Resources Inc. | 0.00% | Add +132.7% | 38,280 | $1.8M |
| Brookstone Capital Management | 0.03% | Reduce -2.8% | 37,906 | $1.8M |
| Wingate Wealth Advisors, Inc. | 2.04% | Reduce -1.9% | 37,325 | $1.8M |
| Perigon Wealth Management, LLC | 0.04% | Add +44.4% | 36,489 | $1.7M |
| Baker Avenue Asset Management, LP | 0.05% | Add +9.1% | 35,984 | $1.7M |
| Plum Street Advisors, LLC | 0.81% | Add +2.1% | 35,581 | $1.7M |
| Pine Haven Investment Counsel, Inc | 1.39% | Add +10.4% | 34,963 | $1.7M |
| Tempus Wealth Planning, LLC | 0.48% | Add +12.5% | 33,825 | $1.6M |
| One Day In July LLC | 0.16% | Add +4.5% | 33,293 | $1.6M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Reduce -3.2% | 33,281 | $1.6M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +30.2% | 32,088 | $1.5M |
| Summit Wealth Group, LLC | 0.44% | Add +2.3% | 31,517 | $1.5M |
| GeoWealth Management, LLC | 0.06% | Add +94.5% | 30,832 | $1.5M |
| Harbour Investments, Inc. | 0.04% | Add +21.1% | 30,732 | $1.5M |
| Advisory Services Network, LLC | 0.03% | Add +5.9% | 30,650 | $1.5M |
| Davis Wealth Advisors, LLC | 1.64% | Add +40.1% | 30,560 | $1.5M |
| Cranbrook Wealth Management, LLC | 0.34% | Add +2.2% | 30,506 | $1.4M |
| Cantor Fitzgerald, L. P. | 0.05% | New | 30,000 | $1.4M |
| Diversified Enterprises, LLC | 0.12% | Add +72.3% | 29,937 | $1.4M |
| Neumann Capital Management, LLC | 0.48% | Add +0.8% | 29,245 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +26.1% | 28,178 | $1.3M |
| CW Advisors, LLC | 0.02% | Add +19.6% | 28,114 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -22.9% | 28,099 | $1.3M |
| GenTrust, LLC | 0.06% | Add +27.7% | 28,044 | $1.3M |
| Crux Wealth Advisors | 0.69% | Add +17.3% | 27,972 | $1.3M |
| Wescott Financial Advisory Group, LLC | 0.14% | Add +8.4% | 27,601 | $1.3M |
| Focus Partners Wealth | 0.00% | Reduce -16.3% | 27,494 | $1.3M |
| Diversify Advisory Services, LLC | 0.08% | Add +58.5% | 25,660 | $1.2M |
| Valeo Financial Advisors, LLC | 0.03% | Add +14.3% | 25,119 | $1.2M |
| Aprio Wealth Management, LLC | 0.15% | Add +3.8% | 24,938 | $1.2M |
| Mutual Advisors, LLC | 0.03% | Reduce -24.3% | 24,340 | $1.2M |
| Aspiriant, LLC | 0.04% | Reduce -8.2% | 24,185 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.08% | Reduce -0.5% | 23,800 | $1.1M |
| Stonehearth Capital Management, LLC | 0.47% | Reduce -5.0% | 23,754 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -18.1% | 23,287 | $1.1M |
| Citizens Financial Group Inc. | 0.02% | Add +23.7% | 22,981 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +25.4% | 22,740 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -2.1% | 22,703 | $1.1M |
| Grand Wealth Management, LLC | 0.58% | Reduce -0.5% | 22,215 | $1.1M |
| Farther Finance Advisors, LLC | 0.03% | Add +112.7% | 21,986 | $1.0M |
| Van Hulzen Asset Management, LLC | 0.10% | Add +0.1% | 21,947 | $1.0M |
| TD Private Client Wealth LLC | 0.03% | Reduce -21.8% | 21,746 | $1.0M |
| Symmetry Partners, LLC | 0.14% | No change | 21,617 | $1.0M |
| PFG Advisors | 0.06% | Add +0.2% | 21,584 | $1.0M |
| &partners | 0.01% | Add +36.9% | 21,233 | $1.0M |
| Martin Worley Group | 0.57% | New | 20,959 | $995K |
| Wealthspire Retirement, LLC | 0.08% | Reduce -27.2% | 20,891 | $992K |
| Clearstead Advisors, LLC | 0.02% | Add +49.1% | 20,564 | $976K |
| RFG Advisory, LLC | 0.03% | Add +18.0% | 20,561 | $976K |
| Friedenthal Financial | 0.58% | Add +2.6% | 20,275 | $963K |
| Alpine Bank Wealth Management | 0.15% | — | 19,947 | $947K |
| AlTi Global, Inc. | 0.02% | No change | 19,515 | $927K |
| EverSource Wealth Advisors, LLC | 0.05% | Add +29.4% | 19,445 | $923K |
| Merit Financial Group, LLC | 0.01% | New | 18,978 | $901K |
| LifePlan Investment Advisors, Inc. | 0.52% | Add +61.1% | 18,870 | $896K |
| Focus Financial Network, Inc. | 0.04% | Add +47.3% | 18,697 | $888K |
| Ariadne Wealth Management, LP | 0.46% | Add +3.2% | 18,857 | $884K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.19% | Reduce -0.4% | 18,787 | $879K |
| Cardinal Point Capital Management ULC | 0.08% | Add +1.7% | 18,380 | $873K |
| Ameliora Wealth Management Ltd. | 0.32% | No change | 18,000 | $855K |
| Susquehanna International Group, LLP | 0.00% | Add +62.7% | 17,859 | $848K |
| DAVENPORT & Co LLC | 0.00% | Add +1.0% | 17,604 | $836K |
| Oregon Pacific Wealth Management, LLC | 0.82% | Add +30.0% | 17,358 | $824K |
| Mgo One Seven LLC | 0.03% | Add +36.5% | 17,181 | $816K |
| Gould Asset Management LLC | 0.17% | Add +12.3% | 17,104 | $812K |
| Consolidated Portfolio Review Corp | 0.13% | Reduce -2.9% | 16,943 | $804K |
| KilterHowling LLC | 0.52% | Reduce -5.4% | 17,049 | $798K |
| Ascent Group, LLC | 0.03% | Add +113.1% | 16,662 | $791K |
| Theory Financial LLC | 0.33% | Add +32.2% | 16,524 | $785K |
| Retirement Income Solutions, Inc. | 0.16% | Add +4.3% | 17,067 | $777K |
| New Covenant Trust Company, N.A. | 0.82% | No change | 16,390 | $776K |
| WCG Wealth Advisors LLC | 0.06% | Reduce -4.2% | 16,341 | $776K |
| Anb Bank | 0.34% | Add +6.2% | 15,984 | $759K |
| Painted Porch Advisors LLC | 0.32% | Add +6.8% | 15,955 | $758K |
| Ameraudi Asset Management, Inc. | 0.43% | Add +58.1% | 15,893 | $755K |
| Spinnaker Trust | 0.05% | Add +8.5% | 15,758 | $748K |
| Aptus Capital Advisors, LLC | 0.01% | Add +2.5% | 15,595 | $740K |
| D.A. Davidson & Co. | 0.01% | Add +0.3% | 15,504 | $736K |
| BLB&B Advisors, LLC | 0.04% | Add +8.9% | 15,092 | $717K |
| Commerce Bank | 0.00% | Add +22.7% | 14,835 | $704K |
| Silver Oak Advisory Group, Inc. | 0.37% | Add +151.6% | 14,580 | $692K |
| Trust Co | 0.08% | Reduce -3.1% | 14,543 | $691K |
| UMB Bank, n.a. | 0.01% | No change | 14,500 | $688K |
| Parallel Advisors, LLC | 0.02% | Reduce -19.2% | 14,489 | $688K |
| Lido Advisors, LLC | 0.00% | Add +7.6% | 14,312 | $680K |
| Austin Private Wealth, LLC | 0.06% | Add +32.8% | 14,292 | $679K |
| Tradition Wealth Management, LLC | 0.06% | Reduce -10.5% | 14,159 | $672K |
| Wealthstream Advisors, Inc. | 0.12% | Reduce -0.8% | 13,960 | $663K |
| Novare Capital Management LLC | 0.06% | Reduce -4.0% | 13,952 | $662K |
| Stock Yards Bank & Trust Co. | 0.02% | Add +15.2% | 13,835 | $657K |
| Arlington Financial Advisors, LLC | 0.11% | Add +7.8% | 13,591 | $645K |
| Venturi Wealth Management, LLC | 0.03% | Add +30.2% | 13,574 | $644K |
| Rossby Financial, LCC | 0.28% | New | 13,589 | $642K |
| Townsquare Capital LLC | 0.01% | Add +2.6% | 13,238 | $629K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -12.1% | 13,200 | $627K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +3.7% | 12,810 | $608K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 12,714 | $604K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -42.8% | 12,510 | $594K |
| Capital Analysts, LLC | 0.02% | Add +18.9% | 12,300 | $584K |
| Hilltop Partners LLC | 0.19% | Add +25.8% | 12,060 | $573K |
| CreativeOne Wealth, LLC | 0.02% | Add +4.8% | 12,011 | $570K |
| Onyx Bridge Wealth Group LLC | 0.08% | Add +70.2% | 11,902 | $565K |
| HRT Financial LP | 0.00% | New | 11,908 | $565K |
| Truefg, LLC | 0.18% | Reduce -0.3% | 11,831 | $562K |
| Sofi Wealth, LLC | 0.04% | Add +735.5% | 11,697 | $555K |
| Elios Financial Group Inc. | 0.27% | Reduce -0.0% | 11,696 | $555K |
| Benchmark Wealth Management, LLC | 0.27% | Add +0.5% | 11,684 | $555K |
| Lifelong Wealth Advisors, Inc. | 0.26% | Add +44.1% | 11,585 | $550K |
| Smith & Howard Wealth Management, LLC | 0.15% | No change | 11,580 | $550K |
| Hoxton Planning & Management, LLC | 0.21% | Add +105.5% | 11,435 | $543K |
| Savvy Advisors, Inc. | 0.05% | Add +10.5% | 11,377 | $540K |
| Buttonwood Financial Group, LLC | 0.31% | Add +38.1% | 11,452 | $534K |
| Falcon Wealth Planning | 0.06% | Reduce -10.9% | 11,086 | $526K |
| Presilium Private Wealth, LLC | 0.12% | Add +10.3% | 11,044 | $524K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +23.7% | 10,734 | $510K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +47.4% | 10,692 | $508K |
| Signaturefd, LLC | 0.01% | Add +14.7% | 10,467 | $497K |
| Wealth Alliance, LLC | 0.06% | Add +64.4% | 10,453 | $496K |
| Private Advisor Group, LLC | 0.00% | Add +89.0% | 10,287 | $488K |
| BlueStem Wealth Partners, LLC | 0.07% | Add +39.4% | 10,264 | $487K |
| Rockbridge Investment Management, LCC | 0.06% | Add +0.7% | 10,027 | $476K |
| Choreo, LLC | 0.01% | Reduce -34.6% | 9,965 | $473K |
| Sovran Advisors, LLC | 0.06% | New | 9,981 | $468K |
| Estate Counselors, LLC | 0.05% | Add +55.3% | 9,825 | $466K |
| Comerica Bank | 0.00% | Add +13.3% | 9,786 | $465K |
| Verus Capital Partners, LLC | 0.05% | Reduce -28.3% | 9,766 | $464K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Add +4.1% | 9,761 | $463K |
| One Wealth Capital Management, LLC | 0.25% | Add +88.3% | 9,753 | $463K |
| CWC Advisors, LLC. | 0.26% | Add +0.3% | 9,720 | $462K |
| Orin Green Financial, LLC | 0.22% | New | 9,794 | $457K |
| MA Private Wealth | 0.09% | No change | 9,593 | $455K |
| Wedbush Securities Inc. | 0.02% | Add +24.1% | 9,466 | $449K |
| Diversified Trust Co. | 0.01% | Add +9.9% | 9,376 | $445K |
| First Hawaiian Bank | 0.06% | No change | 9,352 | $444K |
| MBE Wealth Management, LLC | 0.21% | New | 9,320 | $443K |
| Veridan Wealth LLC | 0.20% | Reduce -26.6% | 9,284 | $441K |
| Valley National Advisers Inc. | 0.08% | Reduce -0.4% | 9,217 | $437K |
| JB Capital LLC | 0.02% | Add +25.9% | 9,169 | $435K |
| Blue Barn Wealth, LLC | 0.22% | Reduce -1.5% | 8,969 | $426K |
| JSF Financial, LLC | 0.11% | Add +34.1% | 8,827 | $419K |
| North Berkeley Wealth Management, LLC | 0.42% | Reduce -7.3% | 8,531 | $405K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +31.0% | 8,285 | $393K |
| Potomac Fund Management Inc. | 0.17% | Reduce -2.0% | 8,403 | $392K |
| Bluespring Wealth Management, LLC | 0.04% | Reduce -10.9% | 8,224 | $390K |
| Diversified Portfolios, Inc. | 0.04% | Reduce -8.1% | 8,183 | $389K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +70.9% | 8,126 | $386K |
| Bangor Savings Bank | 0.04% | Add +3.0% | 8,080 | $384K |
| Spectrum Planning & Advisory Services Inc. | 0.31% | Add +44.4% | 7,942 | $377K |
| Sandbox Financial Partners, LLC | 0.13% | Reduce -7.7% | 7,855 | $373K |
| Strategic Blueprint, LLC | 0.02% | Add +11.8% | 7,681 | $365K |
| NorthCoast Asset Management LLC | 0.00% | Add +69.0% | 7,592 | $360K |
| Financial Management Network Inc. | 0.08% | Reduce -0.2% | 7,609 | $358K |
| Regions Financial Corp. | 0.00% | Add +6.7% | 7,442 | $353K |
| Wealthgarden F.S. LLC | 0.34% | New | 7,433 | $353K |
| Finley Financial, LLC | 0.20% | No change | 7,400 | $351K |
| Opes Wealth Management LLC | 0.07% | Add +3.1% | 7,382 | $350K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +2.1% | 7,242 | $344K |
| Litman Gregory Wealth Management LLC | 0.03% | Reduce -15.4% | 7,140 | $339K |
| Braun-Bostich & Associates Inc. | 0.25% | Add +18.0% | 7,132 | $339K |
| Opulen Financial Group LLC | 0.31% | Reduce -27.0% | 7,119 | $338K |
| Highland Financial Advisors, LLC | 0.12% | Add +8.0% | 6,901 | $328K |
| Fairview Capital Investment Management, LLC | 0.02% | Add +0.7% | 6,775 | $322K |
| ETF Portfolio Partners, Inc. | 0.10% | Reduce -7.2% | 6,729 | $319K |
| Financial Alternatives, Inc | 0.22% | Add +7.2% | 6,644 | $315K |
| Compound Planning, Inc. | 0.01% | New | 6,643 | $315K |
| Financial Advocates Investment Management | 0.02% | Reduce -4.4% | 6,563 | $312K |
| Common Fund for Nonprofit Organizations | 0.03% | Add +3.0% | 6,483 | $308K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -1.8% | 6,432 | $305K |
| Keystone Financial Services | 0.11% | New | 6,330 | $301K |
| AE Wealth Management LLC | 0.00% | Add +14.0% | 6,313 | $300K |
| Hills Bank & Trust Co | 0.02% | Add +0.6% | 6,185 | $294K |
| Morris Financial Concepts, Inc. | 0.12% | Add +15.1% | 6,168 | $293K |
| Cable Hill Partners, LLC | 0.03% | No change | 6,154 | $292K |
| Canopy Partners, LLC | 0.11% | Reduce -16.6% | 6,140 | $292K |
| Global View Capital Management LLC | 0.10% | New | 5,985 | $284K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +8.3% | 5,949 | $282K |
| Altfest L J & Co. Inc. | 0.03% | Reduce -4.1% | 5,865 | $278K |
| Birchbrook, Inc. | 0.16% | Reduce -9.8% | 5,842 | $277K |
| Montis Financial, LLC | 0.08% | No change | 5,837 | $277K |
| Atria Investments, Inc | 0.00% | Add +30.4% | 5,777 | $274K |
| Benjamin Edwards Inc. | 0.00% | New | 5,744 | $273K |
| My Legacy Advisors, LLC | 0.10% | New | 5,685 | $270K |
| Farmers National Bank | 0.08% | Add +5.2% | 5,678 | $270K |
| Sage Financial Group Inc. | 0.02% | Add +22.3% | 5,545 | $263K |
| Colton Groome Financial Advisors, LLC | 0.10% | Add +0.4% | 5,515 | $262K |
| Hilltop Holdings Inc. | 0.02% | New | 5,453 | $259K |
| Graypoint LLC | 0.02% | Add +5.4% | 5,360 | $254K |
| Regal Investment Advisors LLC | 0.02% | New | 5,354 | $254K |
| Cresset Asset Management, LLC | 0.00% | Reduce -17.0% | 5,274 | $250K |
| JFS Wealth Advisors, LLC | 0.02% | Add +28.8% | 5,267 | $250K |
| ABLE Financial Group, LLC | 0.07% | Reduce -0.1% | 5,267 | $250K |
| Obsidian Cio, LLC | 0.04% | Reduce -11.4% | 5,261 | $250K |
| Keyvantage Wealth, LLC | 0.12% | Reduce -1.3% | 5,157 | $245K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 5,151 | $245K |
| Ascentis Independent Advisors | 0.05% | Add +13.5% | 5,097 | $242K |
| Trustmark Bank Trust Department | 0.02% | No change | 5,092 | $242K |
| Curtis Advisory Group, LLC | 0.07% | No change | 5,087 | $242K |
| IMS Capital Management | 0.12% | Add +2.0% | 5,083 | $241K |
| Blue Trust, Inc. | 0.00% | No change | 5,077 | $241K |
| Copperleaf Capital, LLC | 0.14% | New | 5,008 | $238K |
| Acropolis Investment Management, LLC | 0.01% | Add +1.6% | 4,985 | $237K |
| Golden State Wealth Management, LLC | 0.04% | New | 4,966 | $236K |
| Bragg Financial Advisors, Inc | 0.01% | New | 4,946 | $235K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -40.5% | 4,946 | $235K |
| Emergent Wealth Advisors, LLC | 0.17% | Add +0.6% | 4,915 | $233K |
| Claro Advisors Inc. | 0.03% | New | 4,854 | $230K |
| Financial Insights, Inc. | 0.09% | No change | 4,826 | $229K |
| Vista Investment Partners Ii, LLC | 0.13% | Reduce -3.1% | 4,802 | $228K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -25.5% | 4,800 | $228K |
| One Capital Management, LLC | 0.01% | No change | 4,790 | $227K |
| First Horizon Advisors, Inc. | 0.01% | Add +45.9% | 4,783 | $227K |
| Bristlecone Advisors, LLC | 0.02% | No change | 4,770 | $226K |
| 4Thought Financial Group Inc. | 0.14% | Reduce -2.2% | 4,711 | $224K |
| Traphagen Investment Advisors LLC | 0.02% | Reduce -10.3% | 4,694 | $223K |
| FC Advisory LLC | 0.07% | Reduce -3.4% | 4,616 | $219K |
| SWP Financial LLC | 0.13% | New | 4,604 | $219K |
| Creative Financial Designs Inc. | 0.02% | Reduce -1.7% | 4,595 | $218K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -8.7% | 4,487 | $213K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 4,483 | $213K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 4,414 | $210K |
| Sigma Planning Corp | 0.01% | New | 4,397 | $209K |
| Arbor Trust Wealth Advisors, LLC | 0.10% | No change | 4,346 | $206K |
| Twin Focus Capital Partners, LLC | 0.03% | Reduce -45.0% | 4,247 | $202K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 4,179 | $198K |
| Ballast Advisors LLC | 0.06% | Add +0.5% | 3,942 | $187K |
| Principal Securities, Inc. | 0.00% | No change | 3,532 | $164K |
| MAI Capital Management | 0.00% | No change | 3,401 | $161K |
| Continuum Advisory, LLC | 0.02% | Add +28.2% | 3,080 | $146K |
| Cape Investment Advisory, Inc. | 0.06% | No change | 3,021 | $143K |
| Horizons Wealth Management | 0.11% | No change | 2,944 | $140K |
| Dunhill Financial, LLC | 0.06% | New | 2,876 | $137K |
| Stephens Consulting, LLC | 0.03% | No change | 2,742 | $130K |
| Private Trust Co. NA | 0.01% | No change | 2,647 | $126K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 2,196 | $104K |
| Gould Capital, LLC | 0.06% | Add +8.4% | 1,862 | $88K |
| Blair William & Co. | 0.00% | Add +0.3% | 1,860 | $88K |
| NorthRock Partners, LLC | 0.00% | Reduce -39.1% | 1,508 | $72K |
| Motco | 0.01% | Add +149.4% | 1,317 | $63K |
| Transce3nd, LLC | 0.02% | Add +23.9% | 1,161 | $55K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,115 | $53K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,106 | $53K |
| McIlrath & Eck, LLC | 0.01% | Reduce -4.4% | 998 | $47K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | No change | 969 | $46K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -9.1% | 961 | $46K |
| Crewe Advisors LLC | 0.01% | No change | 793 | $38K |
| Greykasell Wealth Strategies, Inc. | 0.02% | New | 752 | $36K |
| Gen-Wealth Partners Inc | 0.01% | New | 747 | $35K |
| WealthTrak Capital Management LLC | 0.03% | Add +42.0% | 697 | $33K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 693 | $32K |
| Richards, Merrill & Peterson, Inc. | 0.02% | No change | 644 | $31K |
| DT Investment Partners, LLC | 0.00% | Reduce -16.2% | 596 | $28K |
| Proffitt & Goodson Inc. | 0.00% | Add +1.7% | 552 | $26K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +0.7% | 552 | $26K |
| Covestor Ltd | 0.02% | Add +6.9% | 495 | $24K |
| Keener Financial Planning LLC | 0.02% | No change | 510 | $24K |
| CoreCap Advisors, LLC | 0.00% | No change | 482 | $23K |
| IFP Advisors, Inc | 0.00% | Add +72.0% | 480 | $23K |
| Raffa Wealth Management, LLC | 0.00% | Add +0.5% | 450 | $21K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 447 | $21K |
| Rise Advisors, LLC | 0.01% | Add +0.7% | 447 | $21K |
| Bessemer Group Inc. | 0.00% | No change | 443 | $21K |
| MCF Advisors LLC | 0.00% | New | 425 | $20K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -36.9% | 385 | $18K |
| BNP Paribas Financial Markets | 0.00% | Add +251.6% | 327 | $16K |
| Your Advocates Ltd., LLP | 0.01% | No change | 306 | $15K |
| Ameriflex Group, Inc. | 0.00% | Add +21.5% | 215 | $10K |
| Citigroup Inc. | 0.00% | No change | 200 | $9K |
| Noble Wealth Management PBC | 0.01% | No change | 184 | $9K |
| Cornerstone Planning Group LLC | 0.00% | New | 176 | $8K |
| North Star Investment Management Corp. | 0.00% | Add +0.6% | 169 | $8K |
| Larson Financial Group LLC | 0.00% | No change | 159 | $8K |
| Mattson Financial Services, LLC | 0.00% | Reduce -62.1% | 148 | $7K |
| GAMMA Investing LLC | 0.00% | New | 148 | $7K |
| Clarity Asset Management, Inc. | 0.00% | Add +0.7% | 144 | $7K |
| 1 North Wealth Services LLC | 0.00% | New | 140 | $7K |
| Global Financial Private Client, LLC | 0.00% | Add +296.4% | 111 | $5K |
| WealthShield Partners, LLC | 0.00% | No change | 98 | $5K |
| VSM Wealth Advisory, LLC | 0.00% | Add +1.5% | 67 | $3K |
| NBT Bank, N.A. | 0.00% | No change | 46 | $2K |
| Winthrop Capital Management, LLC | 0.00% | No change | 44 | $2K |
| Ruedi Wealth Management, Inc. | 0.00% | Add +6.3% | 17 | $819 |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 17 | $808 |
| Millstone Evans Group, LLC | 0.00% | Reduce -82.3% | 17 | $807 |
| Sunbelt Securities, Inc. | 0.00% | New | 17 | $807 |
| Addison Advisors LLC | 0.00% | No change | 2 | $95 |
"% of holder's portfolio" is EAGG's weight in each manager's 13F, not the share of iShares ESG Aware US Aggrega the manager owns.